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  "slug": "ai-agents-why-2025-rewrote-the-ai-timeline-baillie-gifford-6141955",
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  "record_id": 1777965915180400120,
  "headline": "AI agents: why 2025 rewrote the AI timeline | Baillie Gifford",
  "summary": "Baillie Gifford reports that AI models crossed a new threshold in late 2025, leading to the emergence of 'agentic AI' capable of autonomous problem-solving. This shift has dramatically accelerated AI's economic impact, driving unprecedented revenue growth for companies like Anthropic and significant productivity gains. The firm anticipates sustained high demand for AI compute and is positioning its US Growth Trust portfolio to capitalize on this, investing in frontier model developers and infrastructure software companies, while viewing the market's indiscriminate selloff of software stocks as an opportunity.",
  "source": "baillie-gifford-insights",
  "source_url": "https://bailliegifford.com/en/uk/individual-investors/insights/ic-article/2026-q2-enter-ai-agents-us-growth-trust-10062815",
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  "published_date": "2026-04-27",
  "created_on": "2026-05-09T14:06:39.719263+00:00",
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      "text": "Anthropic's revenues scaled from a $9bn run rate at year's end (2025) to more than $30bn as of 6 April (2026).",
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      "text": "In late 2025, artificial intelligence (AI) models crossed a new threshold.",
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